| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.25% |
Fees negotiable for amounts over $3,000,000. This schedule applies to Comprehensive Portfolio Management. Asset Management fees are slightly lower: 1.50% on the first $500,000, 1.25% for $500,001-$1,000,000, and 1.00% for $1,000,001-$3,000,000, negotiable above $3,000,000.
10250 Regency Circle, Suite 115, Omaha, NE, 68114
Get directionsPaula owns ILS, LLC, an entity used for tax purposes, requiring minimal time. She also serves as a board member for the Bellevue Senior Center Endowment Fund, dedicating minimal time per month to board meetings, volunteering, fund management, and budget recommendations.